The Salesforce Report Failed to be Saved: 5 Quick Fixes

This issue is usually due to lack of permissions or unnecessary report complexity

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Published onJuly 16, 2024

published onJuly 16, 2024

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If the report failed to be saved in Salesforce, the error can be quite a headache because the app doesn’t offer too much information about the situation. Moreover the Salesforce failed report saving can be due to a myriad of causes, but below we covered most instances and solutions.

What do I do if Salesforce failed to save the report?

1. Check the Report folder permissions

Ensuring proper permissions on the report folder allows the user to save changes directly instead of usingSave As. This removes the frustration caused by duplicates and ensures smoother workflow management.

2. Enable Manage Public Reports on a profile

Enabling this permission ensures that the user can manage and save changes to reports in public folders, avoiding the need to create new reports each time they make edits.

3. Adjust the report type and filters

Simplifying report types and filters reduces the complexity and load time of reports, making it easier for Salesforce to process saves without errors.

4. Convert the report to a data extension

Converting complex reports to data extensions helps Salesforce handle large datasets more effectively, reducing the likelihood of save errors due to system limitations.

5. Retry saving the report

Sometimes, report saves fail due to temporary system issues or high traffic. Retrying after simplifying the report and at a different time can resolve transient issues.

By following these steps, you can minimize disruptions and keep your Salesforce reports running smoothly. Remember to periodically review permissions and simplify your reports to avoid similar issues in the future.

You might be interested in checking our guide on what to do if aSalesforce report is not visible to a user.

We also have a useful guide tofix Salesforce if it’s not working in Chrome.

For any other suggestions or questions, feel free to use the comments below and let us know.

The Salesforce Report Failed to be Saved: 5 Quick Fixes#

What do I do if Salesforce failed to save the report?#

1. Check the Report folder permissions#

2. Enable Manage Public Reports on a profile#

3. Adjust the report type and filters#

4. Convert the report to a data extension#

5. Retry saving the report#